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Market News《大行報告》匯豐研究升周太福(01929.HK)評級至「買入」 降蒙牛(02319.HK)、海底撈(06862.HK)、李寧(02331.HK)及申洲(02313.HK)目標價
Market News《大行報告》匯豐研究升周太福(01929.HK)評級至「買入」 降蒙牛(02319.HK)、海底撈(06862.HK)、李寧(02331.HK)及申洲(02313.HK)目標價《大行報告》匯豐研究升周太福(01929.HK)評級至「買入」 降蒙牛(02319.HK)、海底撈(06862.HK)、李寧(02331.HK)及申洲(02313.HK)目標價
阿思達克 01-22 10:51
匯豐研究發表報告指，去年投資主題成為估值的主要驅動力，相信該影響在今年不會完全消失。基本面方式，該行預期今年消費者需求保持不溫不火的狀態，可自由支配開支帶來不利影響；市場競爭持續激烈，供應壓力或影響住宿餐飲等高beta子產業的盈利週期；由於零售價格受壓，對消費必需品來說亦不是好消息。該行看好盈利勢頭改善的公司；又認為嬰兒數量減少將持續壓低嬰兒相關股票。投資風格方面，該行認為「收益率」和「低beta消費必需品」仍然是可行的策略，「大盤降級」可能會在今年逆轉。
該行認為蒙牛(02319.HK)的增長動能或會持續改善，看好周太福(01929.HK)和海爾智家(06690.HK)。該行將周大福及JS環球(01691.HK)評級由「持有」升至「買入」，又下調蒙牛、海底撈(06862.HK)、李寧(02331.HK)及申洲(02313.HK)等目標價。
匯豐研究對內地消費股投資評級及目標價表列如下：
股份 | 投資評級 | 目標價(港元)
中國飛鶴(06186.HK) | 持有 | 4.9元 → 4.1元
蒙牛乳業(02319.HK) | 買入 | 31.8元 → 24.8元
周大福(01929.HK) | 持有 → 買入 | 12.2元 → 14.3元
贏家時尚(03709.HK) | 買入 | 14.8元 → 18元
巨子生物(02367.HK) | 買入 | 47.5元 → 49.9元
海底撈(06862.HK) | 減持 | 13.9元 → 10.5元
海爾智家(06690.HK) | 買入 | 27.6元 → 28.3元
Ｈ＆Ｈ國際控股(01112.HK) | 買入 → 持有 | 10.8元 → 11.6元
九毛九(09922.HK) | 持有 | 12.3元 → 5.6元
江南布衣(03306.HK) | 買入 | 12元 → 15.4元
ＪＳ環球生活(01691.HK) | 持有 → 買入 | 1.1元 → 1.9元
李寧(02331.HK) | 持有 | 25.4元 → 17.7元
申洲國際(02313.HK) | 買入 | 86.8元 → 86.1元
高鑫零售(06808.HK) | 持有 | 1.55元 → 1.13元
特步國際(01368.HK) | 持有 | 6.4元 → 4.6元
頤海國際(01579.HK) | 持有 | 16.9元 → 11元
裕元集團(00551.HK) | 持有 | 8.9元 → 8.5元
百勝中國(09987.HK) | 買入 | 495.3元
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